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State Street Consumer Discretionary Select Sector SPDR ETF

950 hedge funds and large institutions have $223B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 366 increasing their positions, 298 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 298

14% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 71

14% more capital invested

Capital invested by funds: $197B → $223B (+$26.8B)

2.29% more ownership

Funds ownership: 138.99%141.28% (+2.3%)

1% less funds holding

Funds holding: 955950 (-5)

22% less funds holding in top 10

Funds holding in top 10: 5140 (-11)

39% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $2.03B

Holders
950
Holders Change
-5
Holders Change %
-0.52%
% of All Funds
16.63%
Holding in Top 10
40
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-21.57%
% of All Funds
0.7%
New
81
Increased
366
Reduced
298
Closed
71
Calls
$1.24B
Puts
$2.03B
Net Calls
-$792M
Net Calls Change
-$539M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
551
U.S. Capital Wealth Advisors
Texas
$551K +$558K +6,144 New
PCM
552
Parsons Capital Management
Rhode Island
$549K
KPCM
553
Kings Point Capital Management
New York
$546K -$45.4K -500 -8%
PWSG
554
Pacific Wealth Strategies Group
California
$544K -$2K -22 -0.4%
PSF
555
Pacific Sun Financial
California
$544K +$550K +6,058 New
QCM
556
Quest Capital Management
Texas
$540K +$29.6K +326 +6%
ERIM
557
Eagle Ridge Investment Management
Connecticut
$538K
MWA
558
Meridian Wealth Advisors
Texas
$531K
PFSC
559
Peoples Financial Services Corp
Pennsylvania
$530K +$11.8K +130 +2%
CFB
560
Cullen/Frost Bankers
Texas
$528K -$1.82K -20 -0.3%
APP
561
Avantax Planning Partners
Iowa
$526K +$1.09K +12 +0.2%
SIM
562
Sterling Investment Management
Arizona
$520K -$4.91K -54 -0.9%
IIM
563
InTrack Investment Management
Vermont
$514K -$335K -3,688 -42%
LWANC
564
Laurel Wealth Advisors (North Carolina)
North Carolina
$514K +$38.2K +420 +8%
MMG
565
Monetary Management Group
Missouri
$510K +$35.4K +390 +7%
FCFC
566
First Commonwealth Financial Corp
Pennsylvania
$507K -$14.2K -156 -3%
SC
567
Solstein Capital
California
$507K +$513K +5,652 New
CMI
568
Clare Market Investments
Texas
$504K +$221K +2,430 +76%
AFP
569
Ausdal Financial Partners
Iowa
$500K -$48.7K -536 -9%
BWP
570
Baldwin Wealth Partners
Massachusetts
$497K
RDWM
571
Red Door Wealth Management
Tennessee
$494K
BJL
572
Brighton Jones LLC
Washington
$490K +$58K +638 +13%
CIM
573
Contravisory Investment Management
Massachusetts
$489K +$50.3K +554 +11%
KFGK
574
Keystone Financial Group (Kentucky)
Kentucky
$486K -$5.27K -58 -1%
PAM
575
Private Asset Management
California
$485K +$39.2K +432 +9%

XLY Hedge Fund Activity: Q3 2021 in Review

950 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2021, worth a combined $223B — up 14% from $197B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLY positions and 71 closed out — a net gain of 10 holders — while 366 added to existing stakes and 298 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $231M. The largest seller was Bank of America, cutting an estimated $258M.

  • 950 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2021, down from 955 in Q2 2021.
  • Funds reported $223B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 81 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2021 and 71 closed out, a net change of +10 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $231M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2021 was Bank of America, an estimated $258M sold.

Based on aggregated 13F filings for Q3 2021.